Using attributes to populate values/information

Overview

How can I use attributes in checklist line items?

Attributes let you embed values directly from your checklist or equipment data into line items. Instead of writing static text, you can dynamically reference values such as manufacturer, voltage, or even links and files.

When and why to use this

Attributes save time and reduce errors when you need to reuse existing data across multiple line items. Instead of typing the same details repeatedly, CxPlanner automatically pulls in the correct values.

• Use attributes when you want checklist line items to reflect data like manufacturer name, serial numbers, voltage, etc.
• The system replaces placeholders (e.g. {{ Manufacturer }}) with the actual data from the checklist or equipment.
• Attributes can also be used to generate clickable links or file previews.
• If the attribute is missing in one column, CxPlanner can look through other columns for matching values.

How to - step by step

1. Open the Template Center in your project.
2. Add or edit a checklist line item.
3. Insert an attribute using the format {{ AttributeName }}.

• Example: Is the manufacturer: {{ Manufacturer }}?
• When the checklist is filled out, this will display as: Is the manufacturer: Mitsubishi?

4. Make sure your checklist has the relevant columns (e.g. Manufacturer, Data) to provide the values.
5. Save and import the checklist template into your project and it will automatically display the data.

Step 1, 2 & 3

Step 4

Step 5

Behavior and results

Attributes can do more than just insert plain text.

Types of attributes

1. Full data lookup – Pulls all data from a column (e.g. {{ Manufacturer }}).
2. Partial data lookup – Extracts specific values from multi-line text (e.g. looking up “Voltage” from a column).
3. Hyperlinks – Convert text into clickable links using {{ link:www.cxplanner.com }}.
4. File previews – Show file shortcuts if the file is uploaded in the project’s File module using {{ file:filename.pdf }}.

Example

If you have a checklist with:

• Manufacturer = Mitsubishi
• Data = “Voltage: 220V; Phase: Single”

Then a line item:

Is the voltage correct: {{ Voltage }}?

becomes

Is the voltage correct: 220V?

Troubleshooting

Quick facts

• Requires: Project role Manager or higher to configure attributes
• Location: Template Center → Checklist line items
• Affects: Checklist display, imported templates, PDF exports

Updated on: 08/21/2025